Selective Wealth Management’s John Marshall Bancorp JMSB Stock Holding History

Selective Wealth Management’s Portfolio JMSB Stock Details JMSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$912K	Buy	+41,103	New	+$871K	0.24%	46

Other funds holding JMSB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Selective Wealth Management's JMSB Position: Q2 2026 in Review

Selective Wealth Management opened a new position in John Marshall Bancorp (JMSB) in Q2 2026: 41,103 shares worth $912K. The stake represents 0.24% of the portfolio and ranks #46 among its holdings.

94 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

Selective Wealth Management held 41,103 shares of John Marshall Bancorp worth $912K as of Q2 2026.
John Marshall Bancorp was a new Selective Wealth Management position in Q2 2026.
John Marshall Bancorp made up 0.24% of Selective Wealth Management's portfolio in Q2 2026, its #46 holding.
94 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.